Southern Company
1,497 hedge funds and large institutions have $38.2B invested in Southern Company in 2020 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 525 increasing their positions, 532 reducing their positions, and 70 closing their positions.
229% more first-time investments, than exits
New positions opened: 230 | Existing positions closed: 70
44% more call options, than puts
Call options by funds: $222M | Put options by funds: $155M
15% more capital invested
Capital invested by funds: $33.3B → $38.2B (+$4.85B)
10% more funds holding
Funds holding: 1,360 → 1,497 (+137)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
0.59% more ownership
Funds ownership: 58.25% → 58.84% (+0.59%)
1% less repeat investments, than reductions
Existing positions increased: 525 | Existing positions reduced: 532
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$253M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$203M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$193M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$137M |
| 2 |
State Street
Boston,
Massachusetts
|
-$111M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$99.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$96.6M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$84.4M |
SO Hedge Fund Activity: Q4 2020 in Review
1,497 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2020, worth a combined $38.2B — up 15% from $33.3B a quarter earlier.
Buyers outnumbered sellers: 230 funds opened new SO positions and 70 closed out — a net gain of 160 holders — while 525 added to existing stakes and 532 trimmed.
The largest buyer was Franklin Resources, adding an estimated $253M. The largest seller was BlackRock, cutting an estimated $137M.
- 1,497 institutional investors held Southern Company (SO) as of Q4 2020, up from 1,360 in Q3 2020.
- Funds reported $38.2B of Southern Company stock for Q4 2020, up 15% quarter-over-quarter.
- 230 funds opened new Southern Company positions in Q4 2020 and 70 closed out, a net change of +160 holders.
- The largest Southern Company buyer in Q4 2020 was Franklin Resources, an estimated $253M added.
- The largest Southern Company seller in Q4 2020 was BlackRock, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2020.